February 2012 - Posts
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
New Document
- Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name” field is blank. Previously you’d need to fill in the “Name” after uploading your attachment. This saves you some of the manual work. You’ll also be taken directly to the “Description” box after the pop-up closes. (QBD & QBO)
Cheers,
Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Estimate
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
- New - in the “Existing Estimates” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
Invoice
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
- New - in the “Existing Invoices” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
Receive Payment
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
- New - in the “Existing Received Payment” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
- Fixed - the Payment Method dropdown list now only shows active payment methods. (QBD & QBO)
- Fixed (#3240) - the Select the invoices you wish to pay grid now refreshes properly when clicking selecting an invoice. (QBD & QBO)
Sales Orders
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD)
- New - in the “Existing Sales Orders” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD)
New Document
- New - added the ability to attach new documents to estimates, invoices, received payments and sales orders(QBD) when the screen is called in pop-up windows. (QBD & QBO)
Edit Document
- New - the Existing Document Links grid now displays CRM and customer links all in one grid. Depending on what the document link is linked to, the grid will display the name of the CRM link or the reference number of the transaction. (QBD & QBO)
Edit Document Link
- New - added the ability to link documents to estimates, invoices, received payments and sales orders(QBD).
Cheers,
Danny
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Updated Method Integration Engine for QuickBooks Desktop
The following updates are now available on the version 1.0.199 of the Method Integration Engine.
- Multi-tenancy support - Previously, beta testers of the multi-tenant ("Franchise") version of Method had to have a special Method Integration Engine manually installed. All multi-tenancy features are now built into the standard 1.0.199 version. Click here to learn more about multi-tenancy.
- SmartVault support - Version 1.0.199 is required if you want to sync existing SmartVault documents from QuickBooks to Method. Click here to learn more about integration with SmartVault.
- Updated Certificate - The Method Integration Listener and Method Integration Engine are signed with a new digital certificate, with a April 2014 expiry date.
- Enhanced support for Bank Transfers - Bank Transfer transactions now sync both the debit and credit transactions to the Transaction table.
Enjoy,
Paul
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Bill Payments
- Fixed (#3215) - an error message was appearing when attempting to click the “Pay Selected Bills” button. (QBD)
Cheers,
Danny 
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Edit Lead
- New - the “Documents” tab section now allows Method users to upload new documents or attach existing documents in the document library directly to a lead. (QBD & QBO)
- New - if you use SmartVault and attach documents to a lead, when that lead turns into a QuickBooks customer, Method will automatically upload those documents to SmartVault. This means when you view that customers record in QuickBooks, you will see the documents in the SmartVault toolbar. (QBD)
For QuickBooks Online users, the SmartVault documents will only display in SmartVault’s web access portal not in QBO. Adding integration with QBO is something SmartVault plans to release in the future.
- New - the tab link now hows the current balance in the tab link now. (QBD & QBO)
- Improved - the “Contacts” tab section now has updated column headings which allow for more data to appear. For example, the grid now shows “Phone/Alt.Phone/Mobile” all in a single column. Previously these were separate or hidden columns. (QBD & QBO)
- Fixed (#2911) - when creating or editing a contact from the “Contacts” tab section, we now pass additional information to the pop-up screen to avoid chances for a blank entry. (QBD & QBO)
Edit Customer
- New - we’ve added the same capabilities as the Edit Lead screen for the new “Documents” tab section. (QBD & QBO)
- New - users of SmartVault can how “fetch” documents from SmartVault into Method by clicking “Document... > Fetch existing SmartVault documents” under the “Documents” tab section. (QBD)
- New - similar to the “New Customer” screen in QBO, you can now assign customers as a “sub-customer” under the “Additional Info” tab section. (QBO)
- New - the tab link now hows the current balance in the tab link now. (QBD & QBO)
- Improved - the “Contacts” tab section now has updated column headings which allow for more data to appear. For example, the grid now shows “Phone/Alt.Phone/Mobile” all in a single column. Previously these were separate or hidden columns. (QBD & QBO)
- Fixed (#2911) - when creating or editing a contact from the “Contacts” tab section, we now pass additional information to the pop-up screen to avoid chances for a blank entry. (QBD & QBO)
Cheers,Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Edit Opportunity
- Fixed (#3210) - if an activity was related to an opportunity but did not have a contact assigned, an error message was appearing when attempting to save the activity. We’ve now updated the actions on the Save, Save & Back and Save & Close to allow for activities to be saved with blank contact names. Special thanks to Antonio Macedo from CSConsult for finding this. (QBD & QBO)
Cheers,Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
New Customer
- New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”). Previously this was not available to developers on the Intuit Partner Platform. If you’re unsure of what a sub-customer is, hover your mouse over the checkbox to get a helpful tip. We’ve also followed the same logic as QBO when it comes to pulling information from the parent customer. This means only if the address fields are totally blank, we’ll import the “bill to” information into the appropriate fields. Same goes for email, phone, mobile, fax and pager. Provided they are empty, we’ll pull the parents info over and fill it in for you. (QBO)
- Fixed (#2848) - tab ordering was off on the right side of the screen. (QBO)
Wondering if support will be added for sub-customers for the Edit Customer screen? It sure will! Look out for this early next week.Enjoy,Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Documents Tab
- New - a new tab called “Documents” has been added to the “CRM” tab group for all Method accounts which is dedicated to the document library in Method CRM. Previous to the release of this tab, documents were only accessible (at least easily) by going to the Edit Opportunity, Edit Case and Edit Solution screens. Now through this tab, documents stored throughout the various screens in Method can be easily visible through the documents list and of course added/edited as needed. The new tab includes three default tab links for Documents List, New Document and Edit Document. (QBD & QBO)
Documents List
- New - displays all documents stored in the Method document library. This of course takes advantage of shared lists. As well, the “New Document” button is taking advantage of the new button styling, soon to be applied to other list screens. You’ll only be able to see the new button styling on the “stage” site for now. (QBD & QBO)
New Document
- New - allows for the upload of new documents to the document library. Documents can be uploaded directly into Method using the native upload Method, by providing a URL link (useful if the file is larger than 5MB) or to SmartVault. This screen will also be used in various CRM and transaction screens throughout Method CRM to upload documents easily to the document library. (QBD & QBO)
Edit Document
- New - allows you to edit details of documents in the document library. Since documents in Method can linked to more than one transaction, activity, opportunity, etc, you’ll be able to see all the existing links in this screen. Of course you can create new links from here as well. (QBD & QBO)
Edit Opportunity
- Improved - the “link or upload” button has been replaced with a “Document” button. From here you can easily upload a new document or link an existing document with less clicks. This also takes advantage of using the new document screens. (QBD & QBO)
- Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer Info” or “Contact Info” to launch the Edit Lead/Edit Customer or Edit Contact screens. Previously this needed to be accessed by clicking “More actions...”. This makes it much quicker to access the same screens. Less clicks! (QBD & QBO)
Edit Case
- Improved - the “link or upload” button has been replaced with a “Document” button. From here you can easily upload a new document or link an existing document with less clicks. This also takes advantage of using the new document screens. (QBD & QBO)
- Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer / Vendor / Employee Info” or “Contact Info” to launch the Edit Lead/Edit Customer/Edit Vendor/Edit Employee or Edit Contact screens. Previously this needed to be accessed by clicking “More actions...”. This makes it much quicker to access the same screens. Less clicks! (QBD & QBO)
Edit Solution
- Improved - the “link or upload” button has been replaced with a “Document” button. From here you can easily upload a new document or link an existing document with less clicks. This also takes advantage of using the new document screens. (QBD & QBO)
- Improved - the tab link name now renames automatically to include the solution number and title. (QBD & QBO)
Next week, look out for screen updates to the Edit Lead and Edit Customer screen which will include a new document tab section. Exciting! We’ll also be releasing a blog entry highlighting some of the new features in these screens.Have feedback? Let us know! We’d love to hear from you.Cheers,Danny 
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